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Holdings (Monthly) Guide ↗

Invesco Rochester AMT-Free New York Municipal Fund

· AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds)
Monthly Holdings $631M AUM 20 positions Period May 2026 Filed Jul 30, 2026 EDGAR ↗ ← All Funds
All 18 New 8 Added 20 Reduced 19 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Triborough Bridge & Tunnel Authority (MTA Bridges & Tunnels) 89602RGQ2 Feb 2026 22,500,000 -11,400,000 $22.9M -34.4% 3.79% DBT
2 New York (State of) Dormitory Authority (Northwell Health Obligated Group) 65000B6M5 Feb 2026 8,525,000 -1,875,000 $8.8M -18.8% 1.46% DBT
3 New York (State of) Thruway Authority 650010CK5 Feb 2026 9,000,000 -1,000,000 $8.1M -10.7% 1.35% DBT
4 New York (State of) Power Authority (Green Bonds) 64989KLH7 Feb 2026 6,050,000 -1,000,000 $5.5M -16.3% 0.90% DBT
5 New York (State of) Dormitory Authority (White Plains Hospital Obligated Group) 65000B7X0 Feb 2026 5,000,000 -500,000 $5.2M -8.0% 0.85% DBT
6 New York (State of) Dormitory Authority (Alliance Long Island AGYS, Inc.) 64990BMK6 Feb 2026 4,295,000 -325,000 $3.6M -9.4% 0.59% DBT
7 New York (City of), NY Industrial Development Agency (The Child School) 64971CN91 Feb 2026 2,500,000 -130,000 $2.5M -4.5% 0.42% DBT
8 Dutchess County Local Development Corp. (Health Quest Systems, Inc.) 267045GX4 Feb 2026 2,000,000 -2,300,000 $2.0M -53.5% 0.33% DBT
9 Children's Trust Fund 16876QBF5 Feb 2026 1,670,000 -430,000 $1.7M -20.6% 0.28% DBT
10 Huntington Local Development Corp. 446490AN4 Feb 2026 2,000,000 -25,000 $1.6M -1.2% 0.27% DBT
11 New York (State of) Dormitory Authority (Alliance Long Island AGYS, Inc.) 64990BML4 Feb 2026 1,175,000 -75,000 $1.1M -7.6% 0.18% DBT
12 Dutchess County Local Development Corp. (Social Bonds) 26704AAA9 Feb 2026 995,887 -2,233 $1.1M -3.6% 0.18% DBT
13 Build NYC Resource Corp. (KIPP NYC Public School) (Social Bonds) 12008ETZ9 Feb 2026 1,000,000 -500,000 $1.0M -33.4% 0.17% DBT
14 Westchester County Healthcare Corp. 957366DS3 Feb 2026 999,824 -1,063,000 $973K -52.2% 0.16% DBT
15 New York Counties Tobacco Trust IV 62947YAC5 Feb 2026 805,000 -5,000 $727K -4.4% 0.12% DBT
16 Suffolk Tobacco Asset Securitization Corp. 864809CC0 Feb 2026 790,000 -55,000 $707K -8.7% 0.12% DBT
17 Western Regional Off-Track Betting Corp. 959321AB6 Feb 2026 545,000 -455,000 $526K -45.1% 0.09% DBT
18 New York (State of) Dormitory Authority 65000B4Y1 Feb 2026 415,000 -35,000 $433K -8.2% 0.07% DBT
19 Puerto Rico (Commonwealth of) 74514L3G0 Feb 2026 215,911 -190,000 $219K -47.2% 0.04% DBT
20 Hempstead Town Local Development Corp. (Molloy College) 424682HZ8 Feb 2026 65,000 -15,000 $66K -19.3% 0.01% DBT